1月15日，市场早盘冲高回落，创业板指跌超1%，科创50指数盘中跌超2%。 截至收盘，沪指跌0.6%，深成指跌0.44%，创业板指跌1.02%。 沪深两市半日成交额1.87万亿，较上个交易日缩量3472亿。 盘面上热点较为杂乱，全市场超3600只个股下跌。 从板块来看，旅游酒店板块表现活跃，众信旅游2连板，陕西旅游涨停。有色金属板块走高，四川黄金、罗平锌电涨停。商业零售概念局部拉升，新华百 货、新华都双双2连板。 下跌方面，商业航天、AI应用方向大跌，高位人气股集体退潮，省广集团、浙文互联、银河电子、金风科技、鲁信创投、杭萧钢构、航天电子等多股跌 停。 涨停表现 封板率 62.00% 封板 32 触及 20 昨涨停今表现 -2.93% 高开率 52% 获利率 Z.91 门1乙 -97061 ...

Core Viewpoint - Qianwen App has integrated with Alibaba's ecosystem, enabling AI shopping functionalities such as ordering food, purchasing items, and booking flights, marking a shift from conversational AI to task-oriented AI [1] Group 1: Integration and Features - Qianwen App now connects with Taobao, Alipay, Taobao Flash Purchase, Fliggy, and Amap, launching over 400 AI service functions [1] - The app aims to become the first AI assistant capable of handling complex real-life tasks [1] Group 2: Demonstration and Functionality - During the launch event, the president of Qianwen's consumer business group demonstrated the AI food ordering feature by placing an order for 40 cups of tea through a single voice command [1] - The integration allows users to place orders and make payments seamlessly within the app, utilizing Taobao Flash Purchase and Alipay's AI payment capabilities [1]

Core Insights - Alibaba's Tongyi Qianwen officially launched "Qianwen Task Assistant 1.0" on January 15, currently available for targeted invitation testing and plans to be fully free for users after the testing phase [1] Group 1 - The product aims to handle various tasks in the digital world, covering over 400 scenarios including application development, office work, learning assistance, and consulting research [4] - Tongyi Qianwen integrates with Alibaba's ecosystem services such as Taobao, Alipay, Taobao Flash Purchase, Fliggy, and Amap, achieving AI shopping functionalities like ordering takeout, purchasing items, and booking flights [4]

Core Viewpoint - Apple Inc. expands the cross-border payment support for Apple Pay in mainland China, allowing users to add local bank-issued Visa credit and debit cards to Apple Wallet for use during international travel [1] Group 1: Announcement Details - Starting immediately, users in mainland China can add Visa credit and debit cards issued by local banks to Apple Wallet for cross-border payments [1] - The initial banks supporting this feature include Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, Bank of Communications, China Merchants Bank, Citic Bank, Ping An Bank, and Industrial Bank, with additional support from Shanghai Pudong Development Bank, China Construction Bank, China Minsheng Bank, and China Everbright Bank expected in the coming months [1] - Mastercard has also announced plans to provide this functionality to cardholders of certain issuing institutions in the upcoming months [1] Group 2: Security Features - Users can add cards through the latest bank app or the Wallet app on iPhone, requiring Face ID, Touch ID, or device password along with a one-time dynamic security code for authentication [1] - Apple emphasizes that security and privacy are core design principles, stating that actual card numbers will not be stored on the device or Apple servers [1] Group 3: Historical Context - Apple Pay was officially launched in mainland China in February 2016, primarily supporting UnionPay cards prior to this expansion [2]

据悉，上线两个月，千问C端(消费者端)月活跃用户数已突破1亿。 凤凰网科技讯1月15日，阿里千问App宣布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态 业务，在全球首先实现点外卖、买东西、订机票等AI购物功能，并向所有用户开放测试。 ...

Core Viewpoint - The company Sunflower (300111.SZ) has faced significant backlash from investors due to its termination of a restructuring plan following an investigation by the China Securities Regulatory Commission (CSRC) for alleged violations of information disclosure, highlighting the regulatory body's zero-tolerance stance towards misleading restructuring practices [1][2]. Group 1: Investigation and Termination of Restructuring - Sunflower was investigated by the CSRC for information disclosure violations, leading to the termination of its restructuring plan [1][2]. - The CSRC's actions reflect a commitment to maintaining order in the mergers and acquisitions market and protecting the interests of small investors [1]. - Following the investigation, Sunflower's stock price dropped by 10%, making it the second-largest decline in the Shenzhen market on that day [1]. Group 2: Allegations Against Xipu Materials - Xipu Materials, a key player in the restructuring, was accused of concealing its production capacity and engaging in hidden related-party transactions [2]. - The company had not disclosed its acquisition of Jiangsu Fumait Materials Technology Co., Ltd., which had been dormant for three years [3][4]. - The acquisition was made for 80 million yuan, but the factory has not been operational, raising concerns about the validity of the asset being acquired [4][5]. Group 3: Operational Status of Jiangsu Fumait - Jiangsu Fumait has been non-operational for nearly three years, with its production licenses expired, indicating a significant barrier to resuming operations [10][12]. - The company requires extensive repairs and regulatory approvals to restart production, which is a complex process involving specialized expertise [11]. - The lack of operational capacity and personnel at Jiangsu Fumait raises doubts about the feasibility of its revival as a productive asset [12]. Group 4: Market Implications - The termination of the restructuring plan and the investigation into Sunflower and Xipu Materials have left investors with significant concerns regarding their rights and the future of their investments [15]. - The situation underscores the challenges of "patchwork" restructuring efforts that do not meet regulatory standards, which could deter future mergers and acquisitions in the sector [14].

1月15日，美国总统特朗普当地时间14日表示，尽管美国司法部正就美联储主席鲍威尔展开刑事调查， 但他目前没有计划将鲍威尔免职。不过，特朗普同时表示，现在判断最终将采取何种行动"还为时过 早"。当天被问及是否会试图解除鲍威尔职务时，特朗普表示："我没有任何这样的计划。"在被进一步 问及刑事调查是否为他提供了解除鲍威尔职务的理由时，特朗普补充说："现在我们和他之间处于一种 观望状态，我们将决定该怎么做。但我不能谈这些，现在还太早，太早了。"特朗普还表示，他倾向于 提名美联储前理事凯文·沃什，或白宫国家经济委员会主任凯文·哈西特，作为鲍威尔的潜在继任人选。 特朗普同时称，他已经排除了美国财政部长斯科特·贝森特作为继任人选。 ...

雷军曾在1月7日晚间8时开启直播，围绕新一代小米SU7展开内容，且回应了网上的各种质疑。 凤凰网科技讯1月15日，小米汽车官微宣布：今晚8时，小米创办人、董事长兼CEO雷军将再次直播，跟 大家详细聊聊新一代SU7。"大家关心的问题，都会在直播间内解答。直播期间还将有汽车媒体人吴佩 作为嘉宾到场。 ...

Core Viewpoint - The People's Bank of China announced a 900 billion yuan reverse repurchase operation to inject medium-term liquidity into the market, aiming to support government bond issuance and credit growth at the beginning of the year [1] Group 1 - The operation will be conducted on January 15, with a fixed amount and interest rate, using a multi-price bidding method [1] - The reverse repurchase operation has a term of 6 months (181 days) [1] - This operation results in a net injection of 300 billion yuan for the month, continuing to provide liquidity support [1] Group 2 - Industry experts believe this operation will create a favorable liquidity environment for early government bond issuance and a "good start" for credit [1] - The central bank's actions are aimed at maintaining a stable funding environment [1]

Core Viewpoint - Tesla CEO Elon Musk announced a shift from a one-time purchase model to a subscription model for the Full Self-Driving (FSD) system, which is linked to his performance-based compensation plan that could yield up to $1 trillion [1][2]. Group 1 - The change to a subscription model for FSD will take effect after February 14, with users only able to subscribe monthly instead of making a one-time purchase [1][3]. - Musk's performance targets include achieving 10 million active FSD subscriptions, a goal set by Tesla's shareholders as part of his $1 trillion compensation plan [2][3]. - The subscription model is favored by investors for its potential to provide stable, recurring revenue, contrasting with the volatility of one-time purchases [3].